What are the responsibilities and job description for the Wealth Advisor position at BCM Advisors, LLC?
BCM ADVISORS, LLC is an independent wealth advisory firm located in Lafayette, LA. The firm is focused on delivering comprehensive wealth management advice for meeting financial goals through capital growth and wealth preservation.
We are looking for a Wealth Advisor to help advise and manage existing clients on financial affairs. This role emphasizes relationship management rather than business development or sales generation.
The Wealth Advisor will play a key role in supporting Senior Wealth Advisors in servicing existing client portfolios and their investment needs. This position is ideal for individuals passionate about financial markets, economics, and wealth management who are eager to develop into a full-fledged Wealth Advisor.
Key Responsibilities:
Client Service & Relationship Building:
- Assist Senior Wealth Advisors in managing and servicing client portfolios.
- Build and maintain strong relationships with clients through proactive communication and exceptional service.
Technical & Professional Development:
- Master core wealth advisory concepts, including financial planning, investment strategies, and economic principles.
- Gain proficiency in internal systems and processes for client servicing.
Career Progression:
- Work toward earning the Series 65 license as a foundational step in becoming a Wealth Advisor.
- Pursue the Certified Financial Planner (CFP®) designation to deepen expertise in comprehensive financial planning.
Additional Expertise (Preferred):
- CPA designation is a plus, with the ability to assist Senior Wealth Advisors in tax planning and integrate tax strategies into client financial plans.
Qualifications
- Bachelor’s degree in Finance, Economics, Accounting, or related field.
- Strong analytical skills and attention to detail.
- Excellent interpersonal and communication skills.
- Ability to learn quickly and adapt to a dynamic environment.
- Commitment to professional growth and obtaining relevant certifications.
Preferred Skills & Attributes
- CPA designation or experience in tax planning.
- Prior experience in financial services or wealth management (internships or entry-level roles).
- Strong interpersonal and conversational skills with a focus on building and maintaining long-term client relationships.
Pay: $65,000.00 - $85,000.00 per year
Benefits:
- 401(k) matching
- Financial planning services
- Flexible schedule
- Health insurance
- Paid time off
- Professional development assistance
- Retirement plan
Work Location: In person
Salary : $65,000 - $85,000